Dynamism
2021-07-21
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Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
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Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.</p><p><blockquote>截至美国东部时间上午7:55，道指E-minis上涨77点，即0.22%，标普500 E-minis上涨2.75点，即0.06%，纳斯达克100 E-minis下跌45.25点，即0.31%。比特币在Elon Musk、Jack Dorsey和Cathie Woodspeak讨论加密货币的会议之前，股价跌破30,000美元，反弹至31,000美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62cc4ef529489e25f7c52e4a3f54940d\" tg-width=\"1242\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Here are some of the biggest U.S. movers today:</b></p><p><blockquote><b>以下是当今美国一些最大的推动者：</b></blockquote></p><p> <ul> <li>Cryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.</li> <li>Moderna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.</li> <li>Netflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.</li> <li>Next shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.</li> <li>Thule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.</li> <li>ASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”</li> <li>SAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.</li> <li>Ubisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.</li> <li>Daimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.</li> </ul> <b>Financial Result posted in premarket:</b></p><p><blockquote><ul><li>加密货币相关股票在盘前交易中上涨，追随比特币反弹至30,000美元上方。Marathon Digital(MARA)上涨6.9%，Riot区块链(RIOT)上涨6.3%。</li><li>Moderna(MRNA)在纳入标普500指数之前下跌1.5%。</li><li>Netflix(NFLX)在盘前交易中上涨0.3%，尽管第二季度业绩和用户增长预测低于预期，但大多数分析师仍对该股保持积极看法。</li><li>随着封锁结束后购物者重返商店，这家英国零售商再次上调了利润预期，Next股价飙升11%，为2020年4月以来的最高水平。加拿大皇家银行(RBC)预计共识预期将增加中高个位数。</li><li>Thule股价上涨11%，创2月10日以来最大盘中涨幅，这家自行车架和包袋制造商的利润超出了市场普遍预期的最高利润预期。</li><li>ASML股价上涨4.6%，为5月5日以来最大盘中涨幅，此前该公司报告订单创纪录，Oddo BHF（跑赢大盘）称“略高于预期”。</li><li>SAP公布财报后股价下跌超过5.1%，分析师对这家软件巨头略微上调的云收入前景印象不深。</li><li>育碧发布销售更新后，股价下跌4.3%，至两个月低点。杰富瑞指出，这家视频游戏制造商的指导范围仍然很广。</li><li>由于芯片短缺，戴姆勒下调了梅赛德斯-奔驰部门的销售前景，该公司股价在法兰克福下跌4%。华宝表示，这一下降“显然是负面的”，同时指出梅赛德斯-奔驰轿车和货车的利润率目标走廊已得到确认。</li></ul><b>盘前公布的财务业绩：</b></blockquote></p><p> <b>1) ASML</b>-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.</p><p><blockquote><b>1）ASML</b>-ASML报告2021年第二季度净销售额为40亿欧元，净利润为10亿欧元。目前预计2021年净销售额将增长35%左右。第二季度净销售额为40亿欧元，毛利率为50.9%，净利润为10亿欧元；第二季度净预订量为83亿欧元；ASML预计2021年第三季度净销售额在52亿欧元至54亿欧元之间，毛利率在51%至52%之间；ASML宣布一项高达90亿欧元的新股票回购计划，将于2023年12月31日执行。</blockquote></p><p> <b>2) Coca-Cola</b> - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.</p><p><blockquote><b>2）可口可乐</b>-可口可乐在经历了一个乐观的季度后，在盘前交易中上涨了近2%。可口可乐的调整后季度收益为每股68美分，比预期高出12美分，随着体育场和电影院等场所重新开放，收入超出预期。可口可乐还上调了全年预期。</blockquote></p><p> <b>3) </b><b>Verizon</b> - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.</p><p><blockquote><b>3) </b><b>Verizon</b>-Verizon第二季度盈利好于预期，发布了强劲的2021财年前景。Verizon Communications Inc公布2021财年第二季度营业收入同比增长10.9%至338亿美元，超出分析师预期的326.8亿美元。无线收入增长、强劲的Fios和Verizon Media业绩以及无线设备收入的增加推动了收入数字。</blockquote></p><p></p><p> <b>4) Johnson & Johnson</b> - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.</p><p><blockquote><b>4）强生</b>-强生Q2盈利超预期；上调2021财年展望，预计COVID疫苗销售额为2.5 B美元。强生公司报告第二季度调整后每股收益为2.48美元，比一年前的1.67美元高出近50%，也好于市场普遍预期的2.27美元。净销售额同比增长27%至233亿美元，高于市场预期的221亿美元。</blockquote></p><p> Treasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.</p><p><blockquote>10年期国债收益率进一步升至1.2%以上，但由于对delta病毒变种的担忧挥之不去，导致交易员削减了对美联储加息的押注，收益率的复苏是否持续还有待观察。随着美国股指期货升至周高点，美国国债熊市加剧，长期收益率下跌3bp-4bp，焦点转向企业盈利。10年期国债收益率为1.243%，当日下跌约2个基点，表现略逊于德国国债和英国国债；长端led损耗使2s10s和5s30s陡峭约2bp。亚洲时段，以澳大利亚债券为首的美国国债上涨，但在10年期期货大宗销售的帮助下，美国国债在欧洲早盘开始下跌。美国时段的主要事件是20年期债券重新开放。</blockquote></p><p> In FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.</p><p><blockquote>外汇方面，美元指数小幅上涨0.07%至93.030，欧元指数下跌0.07%至1.1771美元。彭博美元指数升至4月初以来的最高水平，随着一系列企业财报将人们的注意力从冠状病毒上转移开来，对风险敏感的货币上涨。由于更严格的病毒限制措施和弱于预期的零售销售数据，澳元将迎来自9月份以来最长的跌幅。挪威克朗和新西兰元领涨G-10，而日元表现不佳。</blockquote></p><p> In commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.<b>Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month</b>, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.</p><p><blockquote>大宗商品方面，布伦特原油回升至每桶70美元上方。贵金属综合体与收益率同步波动，现货黄金窄幅波动，略高于1800美元/盎司（1803-13美元/盎司），现货白银高于25美元/盎司（24.76-25.12美元/盎司）。基本金属隔夜下跌，因为整个市场的风险偏好为基本金属提供了一些安慰，中国国家发改委恢复了其言论。<b>中国官方媒体指出，中国将于本月晚些时候拍卖国家储备中的3万吨铜、9万吨铝和5万吨锌</b>同时，国家发改委敦促加强大宗商品价格监管，确保今年物价总水平目标。</blockquote></p><p> On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</p><p><blockquote>在跌破30,000美元（许多人认为必须守住的关键支撑位）后的第二天，随着比特币飙升并回到31,000美元上方，它就做到了这一点。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-21 19:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul> <li>Futures mixed.</li> <li>Treasury yields extend gains.</li> <li>Verizon Communications Inc., Johnson & Johnson, Coca-Cola Co and Anthem, Inc. posted earnings results in premarket.</li> <li>Bitcoin Storms Back Over $31,000.</li> </ul> (July 21) US equity futures, European bourses and Treasury yields rose for a second day clawing back much of the week's losses that were sparked by fears over spiking COVID-19 cases, as well as the \"peak growth\" and \"peak inflation\" narratives, as bargain hunters helped the S&P 500 to all but erase Monday’s slide in a rally led by cyclicals such as industrial stocks even though the dollar notched further gains on concerns over the impact of a fast-spreading coronavirus variant.</p><p><blockquote><ul><li>期货涨跌互现。</li><li>美国国债收益率扩大涨幅。</li><li>威瑞森通信公司、强生公司、可口可乐公司和Anthem公司在盘前公布了收益结果。</li><li>比特币抢回了31000多美元。</li></ul>（7月21日）美国股指期货、欧洲股市和美国国债收益率连续第二天上涨，收复了本周的大部分跌幅，这些跌幅是由对新冠肺炎病例激增以及“增长峰值”和“通胀峰值”的担忧引发的，因为逢低买入者帮助标普500几乎抹去了周一在工业股等周期性股票引领的反弹中的跌势，尽管美元因对快速传播的冠状病毒变种影响的担忧而进一步上涨。</blockquote></p><p> <b>“The correction we had is healthy to clear some of the excess out of the market and to get better balancing between growth and value,</b>” Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, said on Bloomberg Television. “From a long-term perspective we are really still very constructive on equity markets, so we’d encourage clients to be overweight risk assets.”</p><p><blockquote><b>“我们进行的调整是健康的，可以清除市场上的一些过剩产品，并在增长和价值之间获得更好的平衡，</b>”高盛资产管理公司基本面股票联席主管凯蒂·科赫在彭博电视台表示。“从长期角度来看，我们对股市仍然非常有建设性，因此我们鼓励客户成为跑赢大盘风险资产。”</blockquote></p><p> At 7:55 a.m. ET, Dow E-minis were up 77 points, or 0.22%, S&P 500 E-minis were ip 2.75 points, or 0.06% and Nasdaq 100 E-minis were down 45.25 points, or 0.31%. Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.</p><p><blockquote>截至美国东部时间上午7:55，道指E-minis上涨77点，即0.22%，标普500 E-minis上涨2.75点，即0.06%，纳斯达克100 E-minis下跌45.25点，即0.31%。比特币在Elon Musk、Jack Dorsey和Cathie Woodspeak讨论加密货币的会议之前，股价跌破30,000美元，反弹至31,000美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62cc4ef529489e25f7c52e4a3f54940d\" tg-width=\"1242\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Here are some of the biggest U.S. movers today:</b></p><p><blockquote><b>以下是当今美国一些最大的推动者：</b></blockquote></p><p> <ul> <li>Cryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.</li> <li>Moderna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.</li> <li>Netflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.</li> <li>Next shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.</li> <li>Thule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.</li> <li>ASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”</li> <li>SAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.</li> <li>Ubisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.</li> <li>Daimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.</li> </ul> <b>Financial Result posted in premarket:</b></p><p><blockquote><ul><li>加密货币相关股票在盘前交易中上涨，追随比特币反弹至30,000美元上方。Marathon Digital(MARA)上涨6.9%，Riot区块链(RIOT)上涨6.3%。</li><li>Moderna(MRNA)在纳入标普500指数之前下跌1.5%。</li><li>Netflix(NFLX)在盘前交易中上涨0.3%，尽管第二季度业绩和用户增长预测低于预期，但大多数分析师仍对该股保持积极看法。</li><li>随着封锁结束后购物者重返商店，这家英国零售商再次上调了利润预期，Next股价飙升11%，为2020年4月以来的最高水平。加拿大皇家银行(RBC)预计共识预期将增加中高个位数。</li><li>Thule股价上涨11%，创2月10日以来最大盘中涨幅，这家自行车架和包袋制造商的利润超出了市场普遍预期的最高利润预期。</li><li>ASML股价上涨4.6%，为5月5日以来最大盘中涨幅，此前该公司报告订单创纪录，Oddo BHF（跑赢大盘）称“略高于预期”。</li><li>SAP公布财报后股价下跌超过5.1%，分析师对这家软件巨头略微上调的云收入前景印象不深。</li><li>育碧发布销售更新后，股价下跌4.3%，至两个月低点。杰富瑞指出，这家视频游戏制造商的指导范围仍然很广。</li><li>由于芯片短缺，戴姆勒下调了梅赛德斯-奔驰部门的销售前景，该公司股价在法兰克福下跌4%。华宝表示，这一下降“显然是负面的”，同时指出梅赛德斯-奔驰轿车和货车的利润率目标走廊已得到确认。</li></ul><b>盘前公布的财务业绩：</b></blockquote></p><p> <b>1) ASML</b>-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.</p><p><blockquote><b>1）ASML</b>-ASML报告2021年第二季度净销售额为40亿欧元，净利润为10亿欧元。目前预计2021年净销售额将增长35%左右。第二季度净销售额为40亿欧元，毛利率为50.9%，净利润为10亿欧元；第二季度净预订量为83亿欧元；ASML预计2021年第三季度净销售额在52亿欧元至54亿欧元之间，毛利率在51%至52%之间；ASML宣布一项高达90亿欧元的新股票回购计划，将于2023年12月31日执行。</blockquote></p><p> <b>2) Coca-Cola</b> - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.</p><p><blockquote><b>2）可口可乐</b>-可口可乐在经历了一个乐观的季度后，在盘前交易中上涨了近2%。可口可乐的调整后季度收益为每股68美分，比预期高出12美分，随着体育场和电影院等场所重新开放，收入超出预期。可口可乐还上调了全年预期。</blockquote></p><p> <b>3) </b><b>Verizon</b> - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.</p><p><blockquote><b>3) </b><b>Verizon</b>-Verizon第二季度盈利好于预期，发布了强劲的2021财年前景。Verizon Communications Inc公布2021财年第二季度营业收入同比增长10.9%至338亿美元，超出分析师预期的326.8亿美元。无线收入增长、强劲的Fios和Verizon Media业绩以及无线设备收入的增加推动了收入数字。</blockquote></p><p></p><p> <b>4) Johnson & Johnson</b> - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.</p><p><blockquote><b>4）强生</b>-强生Q2盈利超预期；上调2021财年展望，预计COVID疫苗销售额为2.5 B美元。强生公司报告第二季度调整后每股收益为2.48美元，比一年前的1.67美元高出近50%，也好于市场普遍预期的2.27美元。净销售额同比增长27%至233亿美元，高于市场预期的221亿美元。</blockquote></p><p> Treasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.</p><p><blockquote>10年期国债收益率进一步升至1.2%以上，但由于对delta病毒变种的担忧挥之不去，导致交易员削减了对美联储加息的押注，收益率的复苏是否持续还有待观察。随着美国股指期货升至周高点，美国国债熊市加剧，长期收益率下跌3bp-4bp，焦点转向企业盈利。10年期国债收益率为1.243%，当日下跌约2个基点，表现略逊于德国国债和英国国债；长端led损耗使2s10s和5s30s陡峭约2bp。亚洲时段，以澳大利亚债券为首的美国国债上涨，但在10年期期货大宗销售的帮助下，美国国债在欧洲早盘开始下跌。美国时段的主要事件是20年期债券重新开放。</blockquote></p><p> In FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.</p><p><blockquote>外汇方面，美元指数小幅上涨0.07%至93.030，欧元指数下跌0.07%至1.1771美元。彭博美元指数升至4月初以来的最高水平，随着一系列企业财报将人们的注意力从冠状病毒上转移开来，对风险敏感的货币上涨。由于更严格的病毒限制措施和弱于预期的零售销售数据，澳元将迎来自9月份以来最长的跌幅。挪威克朗和新西兰元领涨G-10，而日元表现不佳。</blockquote></p><p> In commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.<b>Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month</b>, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.</p><p><blockquote>大宗商品方面，布伦特原油回升至每桶70美元上方。贵金属综合体与收益率同步波动，现货黄金窄幅波动，略高于1800美元/盎司（1803-13美元/盎司），现货白银高于25美元/盎司（24.76-25.12美元/盎司）。基本金属隔夜下跌，因为整个市场的风险偏好为基本金属提供了一些安慰，中国国家发改委恢复了其言论。<b>中国官方媒体指出，中国将于本月晚些时候拍卖国家储备中的3万吨铜、9万吨铝和5万吨锌</b>同时，国家发改委敦促加强大宗商品价格监管，确保今年物价总水平目标。</blockquote></p><p> On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</p><p><blockquote>在跌破30,000美元（许多人认为必须守住的关键支撑位）后的第二天，随着比特币飙升并回到31,000美元上方，它就做到了这一点。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199453596","content_text":"Futures mixed.\nTreasury yields extend gains.\nVerizon Communications Inc., Johnson & Johnson, Coca-Cola Co and Anthem, Inc. posted earnings results in premarket.\nBitcoin Storms Back Over $31,000.\n\n(July 21) US equity futures, European bourses and Treasury yields rose for a second day clawing back much of the week's losses that were sparked by fears over spiking COVID-19 cases, as well as the \"peak growth\" and \"peak inflation\" narratives, as bargain hunters helped the S&P 500 to all but erase Monday’s slide in a rally led by cyclicals such as industrial stocks even though the dollar notched further gains on concerns over the impact of a fast-spreading coronavirus variant.\n“The correction we had is healthy to clear some of the excess out of the market and to get better balancing between growth and value,” Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, said on Bloomberg Television. “From a long-term perspective we are really still very constructive on equity markets, so we’d encourage clients to be overweight risk assets.”\nAt 7:55 a.m. ET, Dow E-minis were up 77 points, or 0.22%, S&P 500 E-minis were ip 2.75 points, or 0.06% and Nasdaq 100 E-minis were down 45.25 points, or 0.31%. Bitcoin recovered from its drop below 30,000 jumping back over $31,000 ahead of a conference that sees Elon Musk, Jack Dorsey and Cathie Woodspeak on cryptos.\n\nHere are some of the biggest U.S. movers today:\n\nCryptocurrency-related stocks jump in premarket trading, tracking a rebound for Bitcoin back above the $30,000 level. Marathon Digital (MARA) rises 6.9% and Riot Blockchain (RIOT) gains 6.3%.\nModerna (MRNA) slips 1.5% ahead of its inclusion into the S&P 500 Index.\nNetflix (NFLX) gains 0.3% in premarket trading with most analysts maintaining a positive view on the stock despite second-quarter results and forecast for subscriber growth that came in below expectations.\nNext shares surge as much as 11%, the most since April 2020, after the U.K. retailer raised its profit forecast again as shoppers returned to stores after the end of lockdowns. RBC sees consensus estimates being increased by mid-to-high single digits.\nThule rises as much as 11% in its steepest intraday gain since Feb. 10 as the maker of bike racks and bags beats the highest profit estimate in the consensus range.\nASML shares rise as much as 4.6%, the most intraday since May 5, after the company reported record orders that Oddo BHF (outperform) says were “slightly above expectations.”\nSAP’s shares fall more than 5.1% after earnings, with analysts underwhelmed by the software giant’s slightly raised outlook for cloud revenue.\nUbisoft shares drop as much as 4.3% to a two-month low after giving a sales update. Jefferies notes the video game maker’s guidance remains a wide range.\nDaimler shares fall as much as 4% in Frankfurt after lowering the sales outlook for its Mercedes-Benz division amid a chip shortage. Warburg says the reduction “is clearly negative” while noting that the margin target corridor for Mercedes-Benz Cars and Vans was confirmed.\n\nFinancial Result posted in premarket:\n1) ASML-ASML reports €4.0 billion net sales and €1.0 billion net income in Q2 2021 Net sales now expected to grow by around 35% in 2021.Q2 net sales of €4.0 billion, gross margin of 50.9%, net income of €1.0 billion; Q2 net bookings of €8.3 billion; ASML expects Q3 2021 net sales between €5.2 billion and €5.4 billion and a gross margin between 51% and 52%; ASML announces a new share buyback program of up to €9 billion to be executed by December 31, 2023.\n2) Coca-Cola - Coca-Cola rallied almost 2% in premarket trading following an upbeat quarter. Coca-Cola came in 12 cents above estimates withadjusted quarterly earnings of 68 cents per share, with revenue beating forecasts as venues like stadiums and movie theaters reopened. Coca-Cola also raised its full-year forecast.\n3) Verizon - Verizon beats on Q2 earnings, issues robust FY21 outlook. Verizon Communications Inc reported second-quarter FY21 operating revenue growth of 10.9% year-on-year to $33.8 billion, beating the analyst consensus of $32.68 billion. Wireless revenue growth, strong Fios and Verizon Media results, and increased wireless equipment revenue drove the revenue numbers.\n4) Johnson & Johnson - Johnson & Johnson Q2 earnings beat expectations; raises FY21 outlook, sees $2.5B sales from COVID vaccine. Johnson & Johnson reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.\nTreasury 10-year yields rose further above 1.2% though it remains to be seen if the recovery in yields has legs amid lingering concerns about the delta virus variant that led traders to pare back bets on a Federal Reserve rate hike. Treasuries bear-steepened with long-end yields cheaper by 3bp-4bp as U.S. stock futures rise to weekly highs, with focus turning to corporate earnings. Treasury 10-year yields 1.243%, were cheaper by ~2bp on the day and mildly underperforming bunds and gilts; long-end-led losses steepen 2s10s and 5s30s by ~2bp. The Asian session produced gains for Treasuries, led by Aussie bonds, that began to erode during European morning helped by 10-year futures block sale. U.S. session’s main event is 20-year bond reopening.\nIn FX, the dollar index edged up 0.07% to 93.030, with the euro down 0.07% to $1.1771. The Bloomberg dollar index advanced to its highest since early April and risk-sensitive currencies rallied as a slew of corporate earnings took the focus off the coronavirus. The Aussie headed for its longest run of losses since September amid stricter virus curbs and a weaker-than-expected retail sales print. The Norwegian krone and New Zealand dollar led G-10 gains while the yen underperformed.\nIn commodities, Brent crude oil climbed back above $70 a barrel. The precious metals complex moved in tandem with yields, with spot gold in a tight range just above USD 1,800/oz (1,803-13/oz) and spot silver north of USD 25/oz (24.76-25.12/oz). Base metals have nursed overnight losses as the risk appetite across the markets offers base metals with some solace from China’s NDRC resuming its jawboning.Chinese state media noted that China is to auction 30k tonnes of copper, 90k tonnes of aluminium, and 50k tonnes of zinc from state reserves later this month, whilst the NDRC urged stepping up supervision on commodity prices and ensure overall price level targets this year.\nOn day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":229,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/176139332"}
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